DaveManuel.com · Institutional Ownership · Who Owns It
AMPLIFY ETF TR (BLOK)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
277
Reporting holders
$499.7M
Reported value
0.5%
Calls
0.2%
Puts
+23
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | $122.5M | 54? | 10.12% | new | |
| MORGAN STANLEY | $105.3M | 1,680,571 | 0.01% | 34q | +7.5%+$7.3M |
| LPL Financial LLC | $52.8M | 842,571 | 0.01% | 31q | +10.0%+$4.8M |
| Gradient Investments LLC | $34.5M | 551,638 | 0.48% | 16q | +6.4%+$2.1M |
| WELLS FARGO & COMPANY/MN | $30.9M | 493,001 | 0.01% | 20q | +3.0%+$911.1K |
| ENVESTNET ASSET MANAGEMENT INC | $11.9M | 190,522 | 0.00% | 22q | +21.1%+$2.1M |
| HighTower Advisors, LLC | $10.2M | 162,655 | 0.01% | 26q | -4.2%-$445.9K |
| Cetera Investment Advisers | $9.7M | 154,209 | 0.01% | 22q | +4.0%+$372.9K |
| ROYAL BANK OF CANADA | $9.2M | 146,627 | 0.00% | 31q | +10.4%+$861.4K |
| THRYVE WEALTH MANAGEMENT LLC | $9.1M | 145,321 | 5.09% | 3q | +7.5%+$632.9K |
| GTS SECURITIES LLC | $8.3M | 132,366 | 0.17% | 2q | +201.8%+$5.5M |
| Cambridge Investment Research Advisors, Inc. | $7.7M | 123,518 | 0.01% | 23q | +84.0%+$3.5M |
| Carter Financial Group, INC. | $7.5M | 120,017 | 3.90% | 6q | -6.8%-$550.3K |
| OPPENHEIMER & CO INC | $6.3M | 101,335 | 0.07% | 2q | HELD |
| Janney Montgomery Scott LLC | $6.2M | 98,984 | 0.01% | 13q | +2.7%+$162.8K |
| Columbus Macro, LLC | $6.2M | 98,258 | 0.60% | 8q | +3.0%+$180.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 89,777 | 0.01% | 31q | +7.7%+$401.4K |
| GERBER, LLC | $5.6M | 89,771 | 2.64% | 11q | HELD |
| MML INVESTORS SERVICES, LLC | $5.2M | 83,627 | 0.01% | 13q | +23.2%+$985.9K |
| NWAM LLC | $4.9M | 78,053 | 0.24% | 8q | -0.7%-$34.2K |
| Mattson Financial Services, LLC | $4.7M | 79,643 | 0.99% | 9q | -0.6%-$26.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.7M | 75,175 | 0.00% | 22q | +41.5%+$1.4M |
| Ausdal Financial Partners, Inc. | $4.7M | 74,980 | 0.18% | new | NEW |
| Riggs Asset Managment Co. Inc. | $4.6M | 72,705 | 0.81% | new | NEW |
| Advyzon Investment Management, LLC | $4.5M | 72,122 | 0.33% | new | NEW |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4.5M | 71,930 | 0.16% | 4q | -5.3%-$251.8K |
| THOR TRADING ADVISORS, LLC | $4.2M | 66,334 | 1.30% | new | NEW |
| Bridgelight Financial Advisors, Inc. | $3.9M | 62,967 | 2.70% | 3q | -7.7%-$328.4K |
| Rockefeller Capital Management L.P. | $3.5M | 55,429 | 0.01% | 5q | +133.8%+$2.0M |
| Baird Financial Group, Inc. | $3.4M | 54,052 | 0.00% | 4q | +0.5%+$17.3K |
| Oasis Advisors, LLC | $3.4M | 53,610 | 2.18% | new | NEW |
| Eagle Strategies LLC | $3.2M | 50,827 | 0.32% | 9q | +6.4%+$192.5K |
| FLOW TRADERS U.S. LLC | $3.1M | 49,868 | 0.13% | 2q | +23.6%+$596.9K |
| Financial Engines Advisors L.L.C. | $3.1M | 49,818 | 0.01% | 18q | -8.3%-$283.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M incl. $1.5M options CALL | 26,011 | 0.00% | 31q | -78.5%-$11.3M |
| Merit Financial Group, LLC | $2.7M | 42,697 | 0.02% | 22q | -5.4%-$153.1K |
| IFP Advisors, Inc | $2.7M | 42,533 | 0.05% | 25q | +0.5%+$13.8K |
| JANE STREET GROUP, LLC | $2.7M | 42,390 | 0.00% | 22q | +2.9%+$75.7K |
| CX Institutional | $2.5M | 39,527 | 0.07% | 15q | +0.5%+$13.5K |
| STIFEL FINANCIAL CORP | $2.4M | 38,859 | 0.00% | 10q | +8.0%+$180.9K |
| SEI INVESTMENTS CO | $2.4M | 37,672 | 0.00% | 15q | -20.3%-$601.8K |
| Arax Advisory Partners | $2.3M | 36,627 | 0.02% | 3q | +202.9%+$1.5M |
| CITADEL ADVISORS LLC | $2.1M incl. $1.8M options CALL+PUT | 5,592 | 0.00% | 31q | HELD |
| Quattro Advisors LLC | $2.1M | 33,354 | 1.39% | 3q | +5.6%+$109.9K |
| Wealthfront Advisers LLC | $1.9M | 29,966 | 0.00% | 19q | -6.8%-$137.6K |
| Strategic Wealth Investment Group, LLC | $1.9M | 29,660 | 0.23% | 5q | HELD |
| Moran Wealth Management, LLC | $1.8M | 28,928 | 0.05% | 5q | +5.2%+$88.9K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 28,844 | 0.00% | 7q | HELD |
| FSA Investment Group, LLC | $1.8M | 28,832 | 0.59% | 2q | +156.5%+$1.1M |
| Western Wealth Management, LLC | $1.6M | 25,512 | 0.05% | 21q | +0.8%+$13.4K |
| OLD MISSION CAPITAL LLC | $1.6M | 25,045 | 0.02% | new | NEW |
| NTV Asset Management LLC | $1.5M | 24,501 | 0.15% | 25q | -3.9%-$62.6K |
| Q3 Asset Management | $1.5M | 23,423 | 0.27% | new | NEW |
| Bank of New York Mellon Corp | $1.4M | 23,043 | 0.00% | 5q | +2.7%+$38.6K |
| Brookstone Capital Management | $1.4M | 22,714 | 0.01% | 19q | -8.4%-$131.1K |
| Maridea Wealth Management LLC | $1.4M | 22,284 | 0.15% | 2q | +341.8%+$1.1M |
| Sovran Advisors, LLC | $1.2M | 20,692 | 0.09% | 7q | -1.8%-$22.9K |
| Kaizen Financial Strategies | $1.2M | 19,130 | 0.39% | 22q | HELD |
| B & T Capital Management DBA Alpha Capital Management | $1.2M | 18,808 | 0.15% | 4q | -35.4%-$645.6K |
| Foundations Investment Advisors, LLC | $1.2M | 18,771 | 0.01% | 4q | +4.3%+$48.4K |
| Kestra Advisory Services, LLC | $1.2M | 18,693 | 0.00% | 22q | -16.0%-$222.5K |
| Cedrus Wealth Group LLC | $1.2M | 18,589 | 1.02% | 3q | +28.7%+$259.4K |
| Traction Financial Partners, LLC | $1.2M | 18,579 | 0.62% | 11q | +7.7%+$83.5K |
| Summit Financial, LLC | $1.2M | 18,468 | 0.01% | 2q | +16.5%+$163.8K |
| Creative Planning | $1.1M | 17,648 | 0.00% | 22q | +25.5%+$224.9K |
| WealthPlan Investment Management, LLC | $1.1M | 17,310 | 0.05% | 2q | +22.5%+$199.0K |
| StoneX Group Inc. | $1.1M | 16,970 | 0.04% | 21q | +5.8%+$58.4K |
| Kingsview Wealth Management, LLC | $1.0M | 16,486 | 0.01% | 5q | +1.8%+$17.8K |
| MATAURO, LLC | $959.0K | 15,312 | 0.13% | 7q | -4.8%-$48.4K |
| Florin Court Capital LLP | $939.5K | 15,000 | 1.53% | new | NEW |
| Stelac Advisory Services LLC | $938.8K | 14,989 | 0.17% | 10q | HELD |
| HRT FINANCIAL LP | $906.0K | 14,479 | 0.00% | 3q | -67.7%-$1.9M |
| Private Advisor Group, LLC | $860.3K | 13,736 | 0.00% | 11q | +0.6%+$5.1K |
| Stratos Wealth Partners, LTD. | $829.1K | 13,237 | 0.01% | 11q | -4.3%-$37.0K |
| Orion Porfolio Solutions, LLC | $825.1K | 13,174 | 0.01% | 6q | -41.6%-$587.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $819.2K | 13,073 | 0.00% | 12q | -13.0%-$122.0K |
| Equitable Holdings, Inc. | $778.7K | 12,434 | 0.00% | 5q | +153.6%+$471.7K |
| VestGen Advisors, LLC | $767.5K | 12,255 | 0.02% | 3q | -4.0%-$31.6K |
| Global Retirement Partners, LLC | $752.4K | 12,013 | 0.01% | 16q | HELD |
| Visionary Wealth Advisors | $748.8K | 11,955 | 0.03% | 19q | +2.6%+$18.8K |
| Steward Partners Investment Advisory, LLC | $747.3K | 11,932 | 0.00% | 29q | -26.4%-$268.4K |
| WCG Wealth Advisors LLC | $737.0K | 11,767 | 0.02% | new | NEW |
| Envestnet Portfolio Solutions, Inc. | $722.3K | 11,533 | 0.00% | 3q | +4.0%+$27.6K |
| OSAIC HOLDINGS, INC. | $711.1K | 11,349 | 0.00% | 26q | +78.8%+$313.4K |
| JPMORGAN CHASE & CO | $696.9K | 11,060 | 0.00% | 20q | +340.5%+$538.7K |
| Tidal Investments LLC | $692.5K | 11,057 | 0.00% | new | NEW |
| Bison Wealth, LLC | $688.0K | 10,841 | 0.06% | 3q | -1.9%-$13.2K |
| D. E. Shaw & Co., Inc. | $638.3K | 10,192 | 0.00% | 7q | -78.4%-$2.3M |
| Paladin Wealth, LLC | $635.9K | 10,154 | 0.37% | 4q | +19.9%+$105.4K |
| Freedom Financial Partners LLC | $626.9K | 10,009 | 0.20% | 4q | HELD |
| Qube Research & Technologies Ltd | $616.4K | 9,842 | 0.00% | 10q | -83.8%-$3.2M |
| ARWA LLC | $608.4K | 10,201 | 0.25% | 2q | +70.4%+$251.3K |
| ROMAN BUTLER FULLERTON & CO | $607.9K | 9,996 | 0.15% | 11q | -0.7%-$4.1K |
| ARQ WEALTH ADVISORS, LLC | $555.6K | 8,884 | 0.07% | 2q | +22.3%+$101.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $552.8K | 8,827 | 0.03% | 19q | +9.2%+$46.5K |
| PCG Wealth Advisors, LLC | $540.3K | 8,627 | 0.12% | 4q | +9.6%+$47.3K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $535.9K | 8,556 | 0.03% | 23q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $526.3K | 8,403 | 0.01% | 11q | HELD |
| New England Private Wealth Advisors LLC | $515.9K | 8,562 | 0.05% | 5q | HELD |
| Focus Partners Wealth | $508.9K | 8,125 | 0.00% | 7q | +2.9%+$14.3K |
Showing the largest 100 of 278 reported holders. The count of 277 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 92 | $98.8M | 1,608,273 | 13 | 17 | 19 | 0.0% |
| Q2 2026 | 277 | $499.7M | 7,926,608 | 43 | 83 | 53 | 0.7% |
| Q1 2026 | 254 | $366.6M | 7,283,551 | 32 | 71 | 67 | 0.7% |
| Q4 2025 | 256 | $432.0M | 7,511,652 | 22 | 77 | 61 | 0.8% |
| Q3 2025 | 258 | $544.7M | 8,003,212 | 53 | 81 | 51 | 1.4% |
| Q2 2025 | 221 | $390.2M | 6,626,972 | 52 | 48 | 56 | 3.0% |
| Q1 2025 | 189 | $215.4M | 5,700,004 | 31 | 47 | 50 | 2.4% |
| Q4 2024 | 202 | $308.2M | 6,195,733 | 33 | 63 | 45 | 13.2% |
| Q3 2024 | 184 | $631.9M | 10,560,834 | 16 | 30 | 63 | 1.2% |
| Q2 2024 | 198 | $210.9M | 5,615,138 | 17 | 32 | 76 | 5.4% |
| Q1 2024 | 192 | $264.6M | 6,635,349 | 26 | 48 | 60 | 9.0% |
| Q4 2023 | 197 | $634.3M | 20,741,208 | 35 | 31 | 50 | 2.5% |
| Q3 2023 | 166 | $145.8M | 6,609,026 | 8 | 41 | 43 | 9.6% |
| Q2 2023 | 184 | $159.0M | 5,464,157 | 25 | 31 | 55 | 21.8% |
| Q1 2023 | 170 | $128.8M | 4,964,400 | 16 | 42 | 50 | 25.5% |
| Q4 2022 | 186 | $106.6M | 5,470,615 | 23 | 32 | 76 | 22.2% |
| Q3 2022 | 184 | $1.1B | 57,041,081 | 13 | 40 | 61 | 3.0% |
| Q2 2022 | 201 | $1.2B | 64,589,107 | 19 | 47 | 62 | 1.9% |
| Q1 2022 | 249 | $2.7B | 78,979,090 | 35 | 108 | 52 | 1.8% |
| Q4 2021 | 260 | $3.8B | 91,372,064 | 48 | 81 | 51 | 3.1% |
| Q3 2021 | 220 | $3.0B | 64,235,185 | 40 | 71 | 43 | 4.8% |
| Q2 2021 | 204 | $2.9B | 60,101,488 | 50 | 77 | 43 | 1.7% |
| Q1 2021 | 180 | $3.9B | 68,273,324 | 103 | 43 | 18 | 2.9% |
| Q4 2020 | 81 | $1.1B | 30,774,718 | 31 | 21 | 2 | 0.9% |
| Q3 2020 | 50 | $486.9M | 19,806,025 | 11 | 9 | 6 | 0.3% |
| Q2 2020 | 45 | $415.0M | 20,515,482 | 7 | 9 | 7 | 0.2% |
| Q1 2020 | 44 | $289.0M | 18,795,653 | 5 | 7 | 11 | 0.0% |
| Q4 2019 | 49 | $326.3M | 17,396,970 | 1 | 7 | 13 | 0.0% |
| Q3 2019 | 48 | $337.1M | 18,772,684 | 2 | 10 | 12 | 0.1% |
| Q2 2019 | 52 | $328.7M | 17,910,885 | 6 | 7 | 15 | 0.2% |
| Q1 2019 | 53 | $295.5M | 16,782,393 | 3 | 8 | 18 | 0.1% |
| Q4 2018 | 55 | $76.9M | 5,180,573 | 1 | 2 | 2 | 0.4% |